IWA
IVC Wealth Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Sell |
25,945
-4,971
| -16% | -$230K | 0.59% | 37 |
|
|
2025
Q1 | $1.43M | Sell |
30,916
-280
| -0.9% | -$13K | 0.77% | 29 |
|
|
2024
Q4 | $1.41M | Buy |
31,196
+1,131
| +4% | +$51.3K | 0.79% | 29 |
|
|
2024
Q3 | $1.42M | Sell |
30,065
-8,326
| -22% | -$393K | 0.78% | 31 |
|
|
2024
Q2 | $1.74M | Buy |
38,391
+168
| +0.4% | +$7.63K | 0.97% | 20 |
|
|
2024
Q1 | $1.74M | Sell |
38,223
-15,571
| -29% | -$710K | 1.01% | 20 |
|
|
2023
Q4 | $2.49M | Buy |
53,794
+2,202
| +4% | +$102K | 1.55% | 10 |
|
|
2023
Q3 | $2.26M | Buy |
51,592
+6,421
| +14% | +$281K | 1.51% | 9 |
|
|
2023
Q2 | $2.08M | Buy |
45,171
+3,894
| +9% | +$179K | 1.32% | 10 |
|
|
2023
Q1 | $1.92M | Buy |
41,277
+14,783
| +56% | +$688K | 1.36% | 12 |
|
|
2022
Q4 | $1.21M | Buy |
26,494
+45
| +0.2% | +$2.05K | 0.89% | 26 |
|
|
2022
Q3 | $1.19M | Buy |
26,449
+2,601
| +11% | +$117K | 0.96% | 22 |
|
|
2022
Q2 | $1.14M | Buy |
23,848
+16,730
| +235% | +$800K | 0.88% | 26 |
|
|
2022
Q1 | $357K | Buy |
+7,118
| New | +$357K | 0.23% | 101 |
|